As President-elect Donald Trump prepares to take office, his administration is expected to confront a new norm in US-China relations…
Read More
China’s Strategic Shift: From Property to Capital Markets, A New Era of Funding Growth
The recent surge in Chinese stocks, marked by an 8.48% rise in the CSI 300 on September 30, 2024, presents a pivotal moment in China’s growth strategy—one that has likely been misunderstood or overlooked by many in the West. The…
Read More
G7 Faces $13.6 Trillion Wealth Gap by 2030 Amid Sluggish Growth: China’s Economic Engine Vital to Sustaining G7 Wealth
The 2024 Summer Olympic Games in Paris, a dazzling showcase of French culture and creativity, owed much of their success to China. Behind the scenes, China’s dominance in global manufacturing was on full display, with 80% of Olympic mascots produced…
Read More
China Hawks in Washington: A Retirement Security Risk
How can America better manage its relationship with China to ensure it continues to benefit instead?
Read More
China’s USD 4 Trillion Government Bond Market Opens New Avenues for Global Financial Giants
China, a global economic powerhouse, has recently unveiled significant reforms in its financial regulatory landscape, setting the stage for a massive expansion in its government bond market. The establishment of the Central Financial Commission, Central Financial Work Commission, and the…
Read More
The importance of economic sovereignty: Chinese vs. Argentine economic development
The economic trajectories of China and Argentina from 2000 to 2022 present a study in contrasts.
Read More
The Two Triads: A world after the Ukraine war (Part 5: The German Economy)
After I assumed the role of Siemens One President in China in 2004, Siemens embarkedon a groundbreaking collaboration with the newly established branch of the Chinese Central Party School (CCPS) in Pudong, Shanghai. This branch, christened the China Executive Leadership…
Read More
The Two Triads: A world after the Ukraine war (Part 4: The Chinese Economy)
Contrary to the concerns harbored by skeptics in Washington, military confrontation has not been, and will not be, an integral part of the strategic playbook guiding the key stakeholders propelling China’s industrialization and modernization.
Read More
The Two Triads: A world after the Ukraine war (Part 3: USD Dominance with China)
A separation from China would lead Chinese depositors and investors to look elsewhere, effectively ending USD dominance.
Read More
The Two Triads: A world after the Ukraine war (Part 2: Globalization)
Your wealth is my printed money.
Read More